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Est. 2026The front page of wealth managementNew York

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Moves

$20B Modera Wealth Management Launches AI Operating Platform

By Diana Britton · WealthManagement.com ·

Image: WealthManagement.com

The RIA developed Mira over two years with OnTrade, aiming to automate operational tasks, surface business opportunities and support acquisitions.

Summary as published by WealthManagement.com
Financial ADVSRRead our full story: Modera Wealth rolls out Mira AI platform to support its acquisition strategy →
Read the full story at WealthManagement.com →

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